Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 04/20/2021
Other registrations (4)
Contact Info 603 xxxxxxx
Websites
AUM* 27,087,812 3%
of that, discretionary 27,087,812 3%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 193,484 8%
% High Net Worth 10.00% -10%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

27M 23M 19M 15M 12M 8M 4M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary